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Medtronic

2,076 hedge funds and large institutions have $95.7B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 934 increasing their positions, 730 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 730

20% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 146

4% more capital invested

Capital invested by funds: $91.8B → $95.7B (+$3.91B)

0% more funds holding

Funds holding: 2,0752,076 (+1)

1.05% less ownership

Funds ownership: 83.76%82.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

17% less call options, than puts

Call options by funds: $643M | Put options by funds: $778M

Holders
2,076
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
175
Increased
934
Reduced
730
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$2.68M +$619K +7,249 +31%
CA
777
CGN Advisors
Kansas
$2.67M +$81.7K +957 +3%
LA
778
LBP AM
France
$2.65M -$34.5M -404,306 -93%
Public Sector Pension Investment Board (PSP Investments)
779
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.65M
GIM
780
Gold Investment Management
Alberta, Canada
$2.64M +$135K +1,580 +5%
WMA
781
West Michigan Advisors
Michigan
$2.64M +$111K +1,306 +5%
CWM
782
Concentric Wealth Management
California
$2.61M +$107K +1,249 +4%
1WA
783
180 Wealth Advisors
Washington
$2.6M +$189K +2,216 +8%
CCM
784
Cohen Capital Management
California
$2.6M +$25.6K +300 +1%
MFFIA
785
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.6M +$68.3K +800 +3%
PWA
786
Phoenix Wealth Advisors
North Carolina
$2.6M +$67.6K +792 +3%
RCA
787
Resonant Capital Advisors
Wisconsin
$2.6M +$66.4K +778 +3%
SAI
788
Systematic Alpha Investments
New Jersey
$2.59M
AF
789
Allworth Financial
California
$2.57M +$554K +6,490 +28%
FTDI
790
First Trust Direct Indexing
Massachusetts
$2.56M +$353K +4,133 +16%
PAM
791
Paradigm Asset Management
New York
$2.56M
HPC
792
HM Payson & Co
Maine
$2.56M +$759K +8,893 +44%
FFA
793
Farther Finance Advisors
California
$2.55M +$151K +1,773 +6%
CI
794
Conning Inc
Connecticut
$2.54M -$506K -5,930 -17%
BCM
795
Brookstone Capital Management
Illinois
$2.54M -$4.27M -49,977 -63%
Fayez Sarofim & Co
796
Fayez Sarofim & Co
Texas
$2.54M -$22.8K -267 -0.9%
AMG
797
Advisors Management Group
Wisconsin
$2.53M +$89K +1,043 +4%
EW
798
Evexia Wealth
Wisconsin
$2.52M +$343K +4,021 +15%
BFO
799
Boston Family Office
Massachusetts
$2.51M +$26.7K +313 +1%
GMA
800
Glassy Mountain Advisors
Maryland
$2.51M -$44.5K -522 -2%

MDT Hedge Fund Activity: Q1 2024 in Review

2,076 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2024, worth a combined $95.7B — up 4.3% from $91.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MDT positions and 146 closed out — a net gain of 29 holders — while 934 added to existing stakes and 730 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $533M. The largest seller was Morgan Stanley, cutting an estimated $1.67B.

  • 2,076 institutional investors held Medtronic (MDT) as of Q1 2024, up from 2,075 in Q4 2023.
  • Funds reported $95.7B of Medtronic stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 175 funds opened new Medtronic positions in Q1 2024 and 146 closed out, a net change of +29 holders.
  • The largest Medtronic buyer in Q1 2024 was JP Morgan Chase, an estimated $533M added.
  • The largest Medtronic seller in Q1 2024 was Morgan Stanley, an estimated $1.67B sold.

Based on aggregated 13F filings for Q1 2024.